Purchases and Sales Made in Q1 2024 in Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX) during Q1 2024. The information is specifically focused on institutions that hold shares of Phillips 66.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
3+ 0.2% |
$383 - $490
|
1.52K
$175K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
3+ 0.08% |
$383 - $490
|
3.74K
$431K
|
|
|
May 08, 2024
Q1 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.44% |
$383 - $490
|
680
$78.3K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
3+ 0.18% |
$383 - $490
|
1.63K
$188K
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
3+ 0.08% |
$383 - $490
|
3.54K
$407K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.23% |
$383 - $490
|
1.3K
$150K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2+ 0.01% |
$255 - $327
|
17.6K
$2.03M
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.63% |
$255 - $327
|
320
$36.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
2+ 0.01% |
$255 - $327
|
26.2K
$3.02M
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
2+ 0.11% |
$255 - $327
|
1.9K
$219K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.05% |
$255 - $327
|
4.04K
$465K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
2+ 0.87% |
$255 - $327
|
232
$26.7K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2+ 0.51% |
$255 - $327
|
391
$45K
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
2+ 0.11% |
$255 - $327
|
1.79K
$206K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.38% |
$255 - $327
|
522
$60.1K
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2+ 0.03% |
$255 - $327
|
6.34K
$731K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.85% |
$128 - $163
|
119
$13.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
1+ 0.03% |
$128 - $163
|
3.54K
$408K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
1+ 0.05% |
$128 - $163
|
2.19K
$253K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1+ 0.06% |
$128 - $163
|
1.81K
$208K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.39% |
$128 - $163
|
73
$8.41K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.02% |
$128 - $163
|
5.81K
$669K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.73% |
$128 - $163
|
138
$15.9K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.32% |
$128 - $163
|
316
$36.4K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1+ 0.03% |
$128 - $163
|
3.03K
$349K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 2.94% |
$128 - $163
|
35
$4.03K
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
1+ 0.03% |
$128 - $163
|
3.04K
$350K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.09% |
$128 - $163
|
1.1K
$126K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1+ 0.03% |
$128 - $163
|
3.88K
$446K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1- 0.2% |
$128 - $163
|
505
$58.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-1- 0.14% |
$128 - $163
|
735
$84.7K
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.05% |
$128 - $163
|
2K
$230K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-2- 0.92% |
$255 - $327
|
216
$24.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-2- 0.08% |
$255 - $327
|
2.58K
$298K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3- 0.06% |
$383 - $490
|
5.11K
$588K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-3- 9.09% |
$383 - $490
|
30
$3.46K
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-4- 8.7% |
$511 - $653
|
42
$4.84K
|
|
|
Apr 22, 2024
Q1 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-4- 0.2% |
$511 - $653
|
2.04K
$235K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4- 0.44% |
$511 - $653
|
900
$104K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-4- 0.24% |
$511 - $653
|
1.66K
$191K
|
|
|
Apr 15, 2024
Q1 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-5- 0.11% |
$638 - $817
|
4.72K
$544K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-5- 2.69% |
$638 - $817
|
181
$20.8K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-6- 3.68% |
$766 - $980
|
157
$18.1K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-8- 0.1% |
$1.02K - $1.31K
|
8.05K
$928K
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-8- 0.07% |
$1.02K - $1.31K
|
11.7K
$1.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-10- 0.55% |
$1.28K - $1.63K
|
1.8K
$207K
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-10- 0.6% |
$1.28K - $1.63K
|
1.66K
$191K
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-11- 0.22% |
$1.4K - $1.8K
|
5.07K
$584K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-11- 29.73% |
$1.4K - $1.8K
|
26
$2.99K
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-12- 0.44% |
$1.53K - $1.96K
|
2.74K
$315K
|